SMA
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Sage Mountain Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sage Mountain Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-393
Closed -$10.3K – 542
2025
Q1 		$10.3K Hold
393
– – ﹤0.01% 476
2024
Q4 		$10.9K Buy
+393
New +$11.2K ﹤0.01% 460
2022
Q1 		– Sell
-585
Closed -$16K – 692
2021
Q4 		$16K Buy
+585
New +$15.6K ﹤0.01% 658

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Sage Mountain Advisors's SCHM Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 393 shares — an estimated $10.3K sold.

Sage Mountain Advisors first reported a position in SCHM in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 393 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $10.3K.
  • Sage Mountain Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
  • Sage Mountain Advisors's Schwab US Mid-Cap ETF position peaked at $16K in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.